Unclaimed Profile

Marybeth Petrell

RS PETRELL & ASSOCIATES, LLC·DEWITT, New York

SIE, Series 3, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 63, Series 65Clean record5 years registeredRS PETRELL & ASSOCIATES, LLC

5784 WIDEWATERS PARKWAY, DEWITT, NY 13214CRD# 1790420Firm CRD# 143462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marybeth Petrell · DEWITT, NY

Registration

CRD #1790420 · RS PETRELL & ASSOCIATES, LLC · 5 years registered

Brand Profile

Not yet started

Career History

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

May 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · May 7, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RS PETRELL & ASSOCIATES, LLC

CRD 143462 · SEC 801-70011

AUM

$125M

Regulatory assets under management

Employees

454 client accounts

Services offered by RS PETRELL & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RS PETRELL & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Marybeth Petrell offer?

Marybeth Petrell specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DEWITT, New York for a consultation.

What are Marybeth Petrell's credentials?

Marybeth Petrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marybeth Petrell located?

Marybeth Petrell is based in DEWITT, New York, working with RS PETRELL & ASSOCIATES, LLC. Their office serves clients in the DEWITT metropolitan area and surrounding communities.

How does Marybeth Petrell charge for services?

Marybeth Petrell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RS PETRELL & ASSOCIATES, LLC?

RS PETRELL & ASSOCIATES, LLC has approximately 3 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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